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Robert W. Baird & Co. Incorporated CRD 8158
$394B regulatory AUM 19,985 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-02 |
| TX | RA | APPROVED_RES | 2019-03-05 |
| WI | RA | APPROVED | 2002-11-13 |
Branch Locations
Sturgeon Bay, WI • United States
8000 Excelsior Dr Ste 302, Madison West, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co Inc | Madison | WI | 05/2000 | Present |
Name: Dane County Humane Society; Yes, investment-related; Address: Voges Road, Madison, WI 53718; Nature: Charitable; Role: Board Member / Officer; Start Date: 2017; Appx hrs a month: One hour per two weeks; Hrs during trading: Most; Duties: Board of Directors member, Vice President of the BOD, Finance committee member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-11 |
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